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Gibson Energy Stock Symbol: GEI-T

Last Price Recorded: $22.6100 on 2015-01-31

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Date Signal Expert Opinion Price
2015-01-30 HOLD Greg Newman

One issue is that only about 30% of their EBITDA is actually coming from infrastructure. The rest is coming from marketing, environmental services and trucking, which are much more volatile businesses and price sensitive to swings in energy. Still trades at a very high PE at about 28X, in line with the group. If you own, consider selling Calls.


Price:
$22.610
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-30 COMMENT Keith Richards

Chart shows a long upward trend until late 2014 followed by “a flight pattern of a brick”. He can see some support at current levels that may or may not occur. It is hard to predict where support will come in. When it stops going down, making lower highs and lower lows, and then starts to base, that might be a time to Buy in.


Price:
$22.610
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2015-01-14 COMMENT Bruce Campbell (2)

The stock has come off fairly sharp along with pretty much everything else in the energy sector. Although they may not have direct commodity exposure, the big market they deal with is transporting and if the oil companies are producing less, they will not be using this company’s services the way they have in the past. He would want to see the oil price stabilize, some type of improvement in their earnings profile, and watch for the technicals to improve before going into a name like this.


Price:
$23.520
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2014-12-15 TOP PICK Michael Bowman

They came out in the last few days and announced increased capital expenditures.  Payout ratio of 60% and relatively modest exposure to oil.  A great company.  They are not cutting the dividend.


Price:
$23.840
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
Yes
2014-12-15 BUY Gajan Kulasingam

Earnings expectations have been priced into the market.  They are the most exposed to oil in the energy infrastructure space.  He expects a 10% drop in earnings, but the stock has dropped 30%.  Thinks they will continue to raise their dividend.  Thinks it is a great value.


Price:
$23.840
Subject:
INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-11 HOLD Michael Smedley

He sees this as a much more substantial, important company and is into all manner of infrastructure services. Probably coming into a very good pricing area. Pays a good dividend.


Price:
$24.380
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2014-11-27 TOP PICK Martin Davies

(Top Pick Jan 8/14, Up 13%) Transportation division is producing at great rates and created new transportation hubs.  Great third quarter read.  They get a repeat star.


Price:
$29.760
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2014-11-18 BUY Andrew Hamlin

Diversified mid-stream player with pipelines, terminals, trucking and propane. Anything energy-related seems to have gotten killed over the last 1.5-2 months and this is no exception. However, this creates some opportunities for investors with longer-term views. Feels the concerns about the selloff in energy, as it relates to this company, is probably a little overdone. Management doesn't see a tremendous amount of slowdown in activity. Longer-term, this is a good company.


Price:
$31.010
Subject:
NORTH AMERICAN - INCOME
Bias:
BULLISH
Owned:
Yes
2014-09-17 COMMENT Christine Hughes

All the pipelines went down recently. However, they were all up on a stick and needed to take a breather for a few months. She puts these in with the midstream energy companies that have a high dividend yield and are growing. Because of this, they can accommodate higher interest rates.


Price:
$36.260
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-09-09 BUY David Burrows

This is a beneficiary of the boom in oil/gas production. Have all kinds of different operations in water treatment, disposal and oil field waste management. They are integrated through the industry. Will continue to benefit through cash flow growth. The risk would be if there is a very substantial pullback to the price of crude that would slow the growth of production. He doesn’t see this. 3.3% dividend yield which he expects will grow at 5%-6% a year.


Price:
$36.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-08-22 PAST TOP PICK Jeff Young

(A Top Pick Sept 19/13. Up 54.78%.) Continue to do very well in their business. Last quarter was great. Definitely getting on the pricey side, but in the energy/infrastructure space, it is one of the cheaper stocks, but also has one of the least recurring guaranteed revenues. A good stock for an active oil market. 3.3% dividend yield.


Price:
$35.740
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2014-07-21 PARTIAL SELL Bruce Campbell (1)

This and a lot of the midstream companies have done well. It’s just what the market wants, a combination of a little better growth and some yield. Doesn’t think this is repeatable, and is a bit of a problem here. Getting to the point where it is pretty fully valued. If there was a pullback, this is one that would pull back fairly sharply, such as 10%. If you own, consider selling half.


Price:
$33.470
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-15 BUY Gajan Kulasingam

Has done phenomenally well since the IPO in 2011. A little more diversified than some of their peers in that they have terminal businesses, trucking, storage and the Omni Services in the US. Have probably 2 of the most strategic hubs in Edmonton, and a lot of the volumes of crude oil, commodities and NGL’s will go through these 2 hubs. Trades at a pretty good discount to its peers.


Price:
$33.080
Subject:
Energy Infrastructure, Industrials & Utilities
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-14 COMMENT David Baskin

A midstream company in the Alberta energy corridor, and do all kinds of things, from moving oil by truck, tankage and pipelines. This area has been a really hot sector. However, with natural gas at such low prices, can this kind of company continue to thrive and continue making that kind of money by providing services? This company seems to be doing a very good job, and certainly bears consideration.


Price:
$33.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-06-12 HOLD Greg Newman

This is cheaper than its peers.  Not as high a quality a name as Pembina.  You will get paid the dividend, but there is better value elsewhere.  He would sell a call. 


Price:
$32.690
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Unknown
Showing 1 to 15 of 87 entries
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